Plancorr Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“Method of Compensation and Fee Schedule PWM bases its fees on hourly charges ($175/hr.) for it’s a-la-carte services.”

Flat or project fee

$300

“Flat-fees for bundled services begin at $300.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Plancorr Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for financial plans are billed in advance.”
• “Client may cancel within 5 business of signing the agreement for a full refund.”
• “If client cancels after 5 business days, client will be entitled to a refund for any unearned fees, or PWM will be due any unpaid fees for the portion of work completed.”

How Plancorr Wealth Management, LLC’s fees compare

• Its hourly rate of $175 is below the Maryland median of $300. 10% of the 156 other Maryland planners that publish an hourly rate charge less.
• Its flat or project fee of $300 is below the Maryland median of $4,335. 1% of the 133 other Maryland planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Plancorr Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

148336

Website

plancorr.com (opens in new tab)

Phone

(202) 341-5824

Other planners in Maryland that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Aaa Advisory LLCWalkersville$300/hr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Addax Bridge FinancialPotomac$250⁠-⁠$400/hr, $5,000⁠-⁠$6,000
• Adenry Wealth LLCColumbia$300/hr, $300
• Advocate Investing ServicesWoodbine$400/hr, $1,000⁠-⁠$10,000

Compare all 302 planners in Maryland